Mainstar Trust

06/23/2026

Happy National Family Owned and Operated Businesses Day!

Family-run small businesses are the backbone of our communities, built on hard work, dedication, and long-term vision. If you’re a small business owner thinking about your retirement plan options, there are solutions designed with flexibility and growth in mind.

From SEP IRAs to other retirement accounts, you can build retirement savings that reflect the way you do business.

Learn more about retirement plan options for small business owners here:
https://mainstartrust.com/investor-type/small-business

06/16/2026

Looking for more freedom to save for retirement and investing? If you’re in your 40s or 50s, now is a powerful time to sharpen your budgeting strategy.

This HerMoney article offers practical tips for tightening expenses and freeing up funds — giving you more room to grow your retirement savings and pursue investment opportunities that align with your financial goals.

Smart budgeting today can lead to greater financial confidence tomorrow.
Read the article here: https://hermoney.com/earn/budgeting-tips-for-your-40s-and-50s/

You may feel like you graduated from college just yesterday, but by the time you reach your 40s, you’re officially in middle age. In fact, ages 40 to 59

06/09/2026

Behind every IRA account we hold is a team of experienced professionals committed to reliable service and quality custodial support.

At Mainstar Trust, our team brings decades of combined experience working with self-directed IRAs, alternative asset types, recordkeeping, and IRS compliance, giving account owners confidence that their retirement accounts are managed with care.

Meet the people who make our service possible and learn why experience matters:
https://mainstartrust.com/why-mainstar/our-team

06/01/2026

Did you receive IRS Form 5498 and wonder what it's actually telling you about your retirement account?

While it isn't a form you'll file with your tax return, it contains important information about IRA contributions, rollovers, account values, and more. Understanding what it includes can help you keep accurate records and stay informed about your retirement savings.

Learn what IRS Form 5498 is, why it matters, and what information you should review in this helpful blog post from Mainstar Trust.

Read more: https://mainstartrust.com/blog/post/irs-form-5498-provides-important-information

Blog - Stay up to date with, and find more in-depth information about our services.

05/25/2026

On this Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice for our freedom.

Their courage, service, and devotion to our country will never be forgotten. Today, we reflect with gratitude for those who gave everything so that future generations could live in liberty.

At Mainstar Trust, we are humbled by their sacrifice.

We remember. 🇺🇸

05/19/2026

Thinking beyond traditional retirement accounts? A Self-Directed IRA gives you more flexibility to hold a wide range of investment options, from mutual funds and real estate to private equity and alternative assets, under one tax-advantaged retirement plan.

With a Self-Directed IRA, you can:
• Explore diversification beyond stocks and bonds
• Use IRA funds for alternative investment opportunities
• Keep your retirement strategy tailored to your goals

Whether it’s a Traditional IRA or Roth IRA, Mainstar Trust provides the custodial support you need to hold the assets you choose inside your IRA account.

Learn more about the basics and benefits: https://mainstartrust.com/self-directed-ira

05/12/2026

Mutual funds are a popular and flexible way to include diversified investments in your retirement strategy.

With a self-directed IRA, you can hold mutual funds alongside other asset types to build a well-rounded retirement portfolio.

Here’s why many investors consider mutual funds:
-Broad exposure to a mix of stocks, bonds, or other securities
-Professional management of underlying holdings
-A simple way to diversify without picking individual investments

Learn more about how mutual funds can fit into your retirement savings here:
https://mainstartrust.com/asset-types/mutual-funds

05/05/2026

Curious if you can contribute to both an IRA and a 401(k)?

Good news! In many cases, you can use both types of retirement accounts to expand your tax-advantaged savings and take advantage of different contribution limits and tax features. Whether you’re balancing workplace retirement plans with individual options like a Traditional IRA or Roth IRA, understanding how these accounts work together can help you make the most of your retirement savings strategy.

Learn more in this post from the Mainstar Trust blog: https://mainstartrust.com/blog/post/can-you-have-both-an-ira-and-401-k

Blog - Stay up to date with, and find more in-depth information about our services.

04/28/2026

Small business owners: are you thinking about your retirement strategy and ways to support your team’s future?

A SEP IRA offers a flexible, tax-advantaged way to save for retirement with higher contribution limits that can grow as your business grows. It’s a powerful tool for sole proprietors, LLC owners, and small business employers looking to build retirement savings on their terms.

Explore how a SEP IRA might fit into your long-term plans:
https://mainstartrust.com/investor-type/small-business/sep-ira

04/21/2026

April Is Financial Literacy Month, and understanding key financial terms is a crucial part of building confidence with your retirement savings. One term you may hear often is ETF, which stands for Exchange-Traded Fund, a type of investment that holds a mix of assets like stocks or bonds and trades on the market much like a stock.

ETFs can offer diversification and flexibility as part of a long-term retirement strategy, helping you keep your portfolio balanced and aligned with your goals.

To learn more about what ETFs are and how they work, check out this article from U.S. News & World Report: https://money.usnews.com/investing/term/etf